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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $372,099 | $155,555+139.2% | $146,866+153.4% | $155,188+139.8% |
| Participation rate | 83.3% | 84.0%-0.6pp | 82.5%+0.8pp | 80.8%+2.5pp |
| Annual return | 16.26% | 115.41%-99.2pp | 102.85%-86.6pp | 148.84%-132.6pp |
| Employer contribution / active EE | $2,489 | $4,647-46.4% | $4,425-43.7% | $4,248-41.4% |
| Participant deferral / active EE | $6,024 | $8,044-25.1% | $7,759-22.4% | $6,531-7.8% |
| Admin fee / account holder | $1,317 | $14,755-91.1% | $13,620-90.3% | $14,480-90.9% |